Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,529 | $72,465+58.0% | $67,575+69.5% | $145,884-21.5% |
| Participation rate | 38.5% | 76.9%-38.4pp | 72.9%-34.5pp | 80.3%-41.8pp |
| Annual return | 13.32% | 7222.56%-7209.2pp | 3528.98%-3515.7pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,562 | $4,786+16.2% | $4,003+38.9% | $6,690-16.9% |
| Admin fee / account holder | $1,134 | $5,515-79.4% | $3,993-71.6% | $13,392-91.5% |